What your client sees in the portal
Preview the client's view of a project: items awaiting review, performance, this month's work and monthly reports.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
A client invited to a project sees a portal, not your working screens. Knowing what is on it helps you decide what to make visible and what to explain.
By the end you can
- Open the portal view of a project
- Know its sections
- Generate a monthly report
Screens used
- Project, Portal
Steps
- 1
Open the portal view
On: Project, PortalOpen the project. In the browser's address bar add /portal to the end of the address and press Enter. The agency menu has no link to this page; it is the client's home page.
You should see: The page the client sees, with the project's name.
- 2
Awaiting your review
On: Project, PortalAwaiting your review appears when something is waiting for the client, such as an article sent for approval. With nothing waiting, the section is not shown.
You should see: Items you sent for approval are listed, or the section is absent.
- 3
Performance summary
On: Project, PortalPerformance summary shows search clicks and impressions for the last 7 days and sessions and conversions for the last 30, when Search Console and analytics are connected.
You should see: Numbers for the client's website.
- 4
This month's work
On: Project, PortalThis month's work counts articles published, work in progress and audits, with Coming up and Recent articles.
You should see: A summary a client can read in a minute.
- 5
Monthly reports
On: Project, PortalUnder Monthly reports press Generate this month to create the report for the current month. Only the agency can generate; the client can Download.
You should see: A report for this month in the list.
Tips
- To let the client send you work requests, open the project's settings and, under Client request form, tick Accept reminder requests from the client portal. Request work and My requests then appear in their menu.
- Hide internal tasks from the portal on the Tasks board.
- Your logo and colours on the portal come from Settings, Agency branding.
Troubleshooting
- Performance summary is empty.
- Connect Google Search Console and Google Analytics in the project's Settings and sync them.
- The client cannot find a page you expected them to have.
- It is switched off for clients. See Control what a client can see and must approve.
One row per shot, in the same order as the guide. Estimated length 2:11, recorded signed in as Owner. Use made-up data only. How to record
Say: What your client sees in the portal. Preview the client's view of a project: items awaiting review, performance, this month's work and monthly reports.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the project. In the browser's address bar add /portal to the end of the address and press Enter. The agency menu has no link to this page; it is the client's home page.
Hold until you see: The page the client sees, with the project's name.
Say: Awaiting your review appears when something is waiting for the client, such as an article sent for approval. With nothing waiting, the section is not shown.
Hold until you see: Items you sent for approval are listed, or the section is absent.
Say: Performance summary shows search clicks and impressions for the last 7 days and sessions and conversions for the last 30, when Search Console and analytics are connected.
Hold until you see: Numbers for the client's website.
Say: This month's work counts articles published, work in progress and audits, with Coming up and Recent articles.
Hold until you see: A summary a client can read in a minute.
Say: Under Monthly reports press Generate this month to create the report for the current month. Only the agency can generate; the client can Download.
Hold until you see: A report for this month in the list.
Say: That is what your client sees in the portal. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
See what your agency is working on, what is waiting for you, and how your website is performing.
Capture client briefs, meeting notes and decisions where the whole team can find them.
Send a request with what you need, when you need it and how urgent it is.